Three Bridge Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Three Bridge Wealth Advisors reports 71 clients. They include 61 high-net-worth individuals and 10 individual clients. Of its assets, 100.0% ($1.05B across 605 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 14% | <1% |
| High-net-worth individuals | 86% | 99% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 10 | $6.24M | 0.6% | $624K |
| High-net-worth individuals | 61 | $1.04B | 99.4% | $17M |
| Total | 71 | $1.05B | 100% | $14.7M |
- Clients
- 10
- Regulatory AUM
- $6.24M
- AUM share
- 0.6%
- Avg. per client
- $624K
- Clients
- 61
- Regulatory AUM
- $1.04B
- AUM share
- 99.4%
- Avg. per client
- $17M
Total
- Clients
- 71
- Regulatory AUM
- $1.05B
- AUM share
- 100%
- Avg. per client
- $14.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Three Bridge Wealth Advisors charges up to 1.00% a year for its Wealth Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Services
- Financial planning and consulting are billed at an hourly fee of $350 to $500 or a flat fee of $2,500 to $50,000, negotiable, with a 50% retainer.
Eric Thurber owns 50% to 75% of Three Bridge Wealth Advisors. The leadership team of Three Bridge Wealth Advisors includes Chief Investment Officer Eric Thurber and Chief Compliance Officer Cynthia Banfield. It has 10 employees, 3 of them in advisory roles.
Staff
- 10 employees
- 3 in advisory functions
- 2 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
- Owns 50% to 75% of Three Bridge Wealth Advisors, LLC
Eric Thurber
Control person · since August 2009
- Owns 25% to 50% of Three Bridge Wealth Advisors, LLC
Brett Sharkey
Control person · since August 2009
Three Bridge Wealth Advisors’ regulatory assets grew 1.9× from $548M (March 2021) to $1.05B (March 2026); clients fell from 81 to 71 and employees rose from 6 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.05B | 71 | 10 | 1 |
| Mar 2025March 2025 | $818M | 71 | 9 | 1 |
| Mar 2024March 2024 | $756M | 74 | 9 | 1 |
| Mar 2023March 2023 | $814M | 73 | 8 | 1 |
| Apr 2022April 2022 | $778M | 72 | 8 | 1 |
| Mar 2021March 2021 | $548M | 81 | 6 | 1 |
Besides its headquarters, Three Bridge Wealth Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 240 Third Street, Suite 110, Los AltosHQ
Contact and registration details
- Legal name
- Three Bridge Wealth Advisors, LLC
- Headquarters
- 240 Third Street, Suite 110, Los Altos, CA 94022
- Website
- threebridgefo.com
- Phone
- 650-433-3500
- SEC file
- 801-70332
- Structure
- California LLC
- Fiscal year end
- December
Three Bridge Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($778M). Three Bridge Wealth Advisors has custody of $219M for 17 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $778M100%
At year end, Three Bridge Wealth Advisors’ separately managed accounts were largely in stocks (44%) and cash (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $399M across 87 positions; the largest are iShares TR (16.0%), Vanguard Index Fds (8.0%) and State Str SPDR S&P 500 ETF T (7.8%).
What the accounts hold
- Stocks44%
- Bonds10%
- State and local bonds4%
- Investment grade corporate bonds4%
- Sovereign bonds2%
- Cash12%
- Other34%
- Private real estate, private credit, private equity, hedge funds, venture capital34%
How many clients does Three Bridge Wealth Advisors have?
Three Bridge Wealth Advisors has 71 clients and manages $1.05 billion for them, as of March 2026. They include 61 high-net-worth individuals and 10 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Three Bridge Wealth Advisors offer?
Three Bridge Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Three Bridge Wealth Advisors charge?
Three Bridge Wealth Advisors charges up to 1.00% a year for its Wealth Management. The fee is billed in arrears and is negotiable.
Source: TBWA - ADV PART 2A - FIRM BROCHURE, filed 30 March 2026
Which custodians does Three Bridge Wealth Advisors use?
Three Bridge Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $778M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Three Bridge Wealth Advisors have?
Three Bridge Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 10 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Three Bridge Wealth Advisors invest in?
At the end of its last fiscal year, Three Bridge Wealth Advisors’ separately managed accounts held 44% exchange-traded equities, 34% other, 12% cash and equivalents, 4% state and local bonds, 4% investment grade corporate bonds and 2% sovereign bonds. The 34% other category is described as: Private Real Estate, Private Credit, Private Equity, Hedge Funds, Venture Capital.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Three Bridge Wealth Advisors?
Three Bridge Wealth Advisors’ direct owners are Brett Sharkey (25% to 50%) and Eric Thurber (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Three Bridge Wealth Advisors get paid?
Three Bridge Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Three Bridge Wealth Advisors?
Three Bridge Wealth Advisors’ main office is at 240 Third Street, Suite 110, Los Altos, CA 94022. Its phone number is 650-433-3500. Its website is threebridgefo.com.